First Command Financial Advisor - Suzanne Winkelmann, RICP®

Business Information
Suzanne Winkelmann joined First Command Financial Services as a Financial Advisor in April 2015, bringing with her three years of industry experience. Before working in the financial industry, Suzanne was a teacher for 10 years.

A graduate of Texas Woman's University with a Bachelor of Science degree, Suzanne holds Series 7 and 66 securities licenses plus Texas state life and health insurance licenses. She is a member of the Financial Planning Association, Women in Financial Services and National Association of Insurance and Financial Advisors.

Suzanne is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. With 10 years of teaching experience, Suzanne understands the importance of coaching, and she uses that understanding as she coaches her clients toward productive, lifelong financial habits.




Specialties:
Comprehensive financial planning, Investment strategies, Retirement income planning, Education funding solutions, Asset allocation and management, Insurance solutions, Risk management